www.pdfshareforms.com By Christine Brickman & Degi Karayev

Forms 2.0 Collaborate with your clients and customers with a glance

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PDF Share Forms

Easy integration of PDF forms with SharePoint

• Two-way sync between form fields and SharePoint columns • Integration with workflows, Microsoft, Nintex and K2 • Digital Signatures support (Cosign and Topaz) • Works on mobile devices • Online, Offline, OnDemand

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Features

Map columns

Delivery Company • Customer info • Contact name • Timetable

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Business case

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• Form is being sent to the clients • Client fills in required information

Let your client work for you

PDF form

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PDF form

• Digital signature confirms, that data is correct • Data submit to server with one click

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PDF form

• After submit form will be saved in the designated SharePoint Library

• Form Data is displayed in the SharePoint columns

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SharePoint library

Once form is submitted, digital signature status is verified. If signature is not valid, workflow approval process starts, and manager reviews provided form. Once form is approved timetable is synchronized with the SharePoint List.

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SharePoint library

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SharePoint library

You can now go back to your deployment Library and see that your Workflow was completed, and delivery time can be scheduled.

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Timetable list

Data from the form will be also synchronized with the custom List, and you will have an easy overview of all the client timetables

Demo

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Prepare the form

• You can use any convenient solution for form creation, for example MS Word or Excel, Adobe InDesign and others.

• If you already have a PDF form, all you have to do is just upload it to the SharePoint!

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PDF Share Forms Designer

Tool for the form creation and configuration

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Workflow

Q&A

Q&A

www.pdfshareforms.com sales@pdfshareforms.com